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Johana Robles
Level 1

On a sales receipt is it possible to split tender for cash and credit card? In Quickbooks Desktop

According to what I have investigated from Quickbooks, a Sales Receipt is used when the customer is going to pay you immediately.

 

But it happens on occasions that the client does not have the cash to pay everything and wants to divide a part in cash and another in credit card.

 

Can you separate payment methods on a sales receipt?

2 Comments 2
john-pero
Community Champion

On a sales receipt is it possible to split tender for cash and credit card? In Quickbooks Desktop

Well, once you have created a Sales Receipt rather than an Invoice you want to be able to apply two payment methods. Since Sales Receipts use Items, here is how to do it.

 

Set up a Service Item as non-taxable that posts to your Petty Cash or Cash drawer bank type account. In teh Sales Receipt enter this cash item as negative for cash received. The balance can then be recorded as payment by Credit Card, or even a check if customer has cash and a checkbook, 

BigRedConsulting
Community Champion

On a sales receipt is it possible to split tender for cash and credit card? In Quickbooks Desktop

The best way to do this that I've seen is to set up one or more Payment type items, on which you can set a Payment method.

 

Then use the payment item on the sales receipt after the things sold.  It'll reduce the sales receipt total amount, which has its own payment method, like Cash in your case.

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